We are live on ! Find out more
XOM icon

ExxonMobil

1,910 hedge funds and large institutions have $224B invested in ExxonMobil in 2013 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 600 increasing their positions, 913 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $187B → $224B (+$36.6B)

15% more funds holding in top 10

Funds holding in top 10: 676777 (+101)

8% more funds holding

Funds holding: 1,7651,910 (+145)

3% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.47B

0.9% more ownership

Funds ownership: 49.63%50.53% (+0.9%)

34% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 913

Holders
1,910
Holders Change
+145
Holders Change %
+8.22%
% of All Funds
55.41%
Holding in Top 10
777
Holding in Top 10 Change
+101
Holding in Top 10 Change %
+14.94%
% of All Funds
22.54%
New
229
Increased
600
Reduced
913
Closed
60
Calls
$3.56B
Puts
$3.47B
Net Calls
+$94.5M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
376
Oppenheimer & Co
New York
$33.8M +$964K +10,430 +3%
BHWM
377
Bar Harbor Wealth Management
New Hampshire
$33.5M -$73.4K -794 -0.2%
ELC
378
Edgar Lomax Company
Virginia
$33.3M +$10.7M +115,400 +54%
JIC
379
Johnson Investment Counsel
Ohio
$33.3M -$650K -7,028 -2%
Fiera Capital (Canada)
380
Fiera Capital (Canada)
Quebec, Canada
$33.2M +$30.4M +328,323 New
MME
381
Meag Munich Ergo
Germany
$32.8M -$11.4M -122,901 -27%
TBA
382
Tower Bridge Advisors
Pennsylvania
$32.8M -$196K -2,125 -0.7%
LI
383
LMCG Investments
Massachusetts
$32.6M -$368K -3,978 -1%
CT
384
Cambridge Trust
Massachusetts
$32.4M +$28.9K +313 +0.1%
CI
385
Conning Inc
Connecticut
$32.3M +$5.15M +55,749 +21%
Nomura Holdings
386
Nomura Holdings
Japan
$32.3M -$87.8M -949,227 -75%
WM
387
WS Management
Florida
$31.8M +$379K +4,100 +1%
LTFS
388
Ladenburg Thalmann Financial Services
Florida
$31.7M -$242K -2,616 -0.8%
MIH
389
Madison Investment Holdings
Wisconsin
$31.6M +$1.77M +19,179 +7%
NB
390
NBT Bank
New York
$31.5M -$671K -7,252 -2%
B
391
Barings
North Carolina
$31.2M -$3.16M -34,200 -10%
GJIC
392
Gamble Jones Investment Counsel
California
$31.2M -$174K -1,883 -0.6%
First Trust Advisors
393
First Trust Advisors
Illinois
$30.9M +$5.59M +60,448 +25%
Natixis Advisors
394
Natixis Advisors
Massachusetts
$30.8M +$1.11M +11,997 +4%
CC
395
Cadinha & Co
Hawaii
$30.7M -$670K -7,248 -2%
LBC
396
Lowe Brockenbrough & Co
Virginia
$30.7M -$407K -4,400 -1%
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$30.4M +$3.92M +42,371 +16%
ABC
398
Associated Banc-Corp
Wisconsin
$30M +$88.4K +956 +0.3%
SAIG
399
Semper Augustus Investments Group
Colorado
$28.8M +$147K +1,586 +0.6%
GIA
400
Guyasuta Investment Advisors
Pennsylvania
$28.6M -$2.93M -31,729 -10%

XOM Hedge Fund Activity: Q4 2013 in Review

1,910 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2013, worth a combined $224B — up 20% from $187B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new XOM positions and 60 closed out — a net gain of 169 holders — while 600 added to existing stakes and 913 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $884M. The largest seller was Norges Bank, cutting an estimated $312M.

  • 1,910 institutional investors held ExxonMobil (XOM) as of Q4 2013, up from 1,765 in Q3 2013.
  • Funds reported $224B of ExxonMobil stock for Q4 2013, up 20% quarter-over-quarter.
  • 229 funds opened new ExxonMobil positions in Q4 2013 and 60 closed out, a net change of +169 holders.
  • The largest ExxonMobil buyer in Q4 2013 was Capital Research Global Investors, an estimated $884M added.
  • The largest ExxonMobil seller in Q4 2013 was Norges Bank, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2013.